A guide to the Professional Planner July 2012 edition and links to authors and additional content.
05 – from the editor
We’ll help you to know your client
Simon Hoyle – simon.hoyle@conexusfinancial.com.au
06 – wrap
A round-up of the month that was
Andrew Starke – andrew.starke@conexusfinancial.com.au
08 – dealer group summit
Challenges in adapting to an evolving world
12 – cover story
Is he the future of your business?
The Professional Planner/Customer Champion customer
segmentation project has identified the clients your
business could be built on
info@thecustomerchampion.com.au
www.thecustomerchampion.com.au
For an overview of the Wealth Market Segmentation study, click here
18 – advice in action
The open road
Putting clients on the right track
22 – self-managed super
New insurance rules come into play
Bryce Figot – www.dbalawyers.com.au
24 – technical
Avoiding an ugly excess contribution mess
Louise Biti – www.strategysteps.com.au
26 – superannuation
Industry funds and financial planners natural bedfellows
Bill Buttler – www.ricewarner.com
28 – hnwi
New breed challenges old generalisations
Alan Shields – www.rfintelligence.com.au
managed funds
30 – Hunt for yield prompts portfolio rethink
Dug Higgins – www.zenithpartners.com.au
32 – Keeping the heart of good advice pumping
Jeff Mitchell – www.standardandpoors.com.au
34 – best practice
Effective alliances between accountants and advisers
Martin Mulcare – martin@scat.com.au
35 – sharemarket
Beware of what’s behind the exit sign
Ron Bewley – www.woodhall.com.au
36 – the profession
An obligation that transcends black-letter law
Robert MC Brown
37 – portfolio construction
Modern Portfolio Theory won’t let you down
38 – investing
Take responsibility for better advice
RIAA International Responsible Investing Conference – www.responsibleinvestment.org
40 – client psychology
The 80:20 rule for client satisfaction
Matt Linnert – www.moneypersonality.com.au
41 – philanthropy
Public ancillary funds emerge as alternative
David Ward – www.australianphilanthropicservices.com.au
opinion
42 – Justin Medcalf
43 – Mark Rantall – www.fpa.asn.au
44 – Andrea Slattery – www.spaa.asn.au
45 – Richard Klipin – www.afa.asn.au
46 – final word
What separates us from the chimps
Dixon Bainbridge – info@conexusfinancial.com.au
